Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,262 | $65,704-18.9% | $94,229-43.5% | $59,633-10.7% |
| Participation rate | 28.6% | 72.1%-43.5pp | 78.8%-50.2pp | 68.7%-40.1pp |
| Annual return | -1.00% | 5.22%-6.2pp | 10.68%-11.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $868 | $2,021-57.0% | $3,587-75.8% | $2,203-60.6% |
| Participant deferral / active EE | $1,751 | $3,143-44.3% | $4,320-59.5% | $3,192-45.1% |
| Admin fee / account holder | $1,188 | $4,265-72.1% | $6,269-81.0% | $4,297-72.3% |